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How To Attract Ideal Clients With a Podcast

How To Attract Ideal Clients With a Podcast

If you start your own podcast... You could end up like Jeremy Keil! Jeremy used his financial podcast to attract $2.7M in AUM in less than 6 months… AND:  ✅  Leveraged several key episodes to quickly close new prospects ✅  Turned new prospects into advocates who refer...

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What’s New on Social Media: July – September 2020

What’s New on Social Media: July – September 2020

With social media platforms changing rapidly, it’s difficult to keep up with the latest features and policy changes. That’s why we’ve made it easy for you to stay up to date by creating a quarterly roundup of what’s new on major networking platforms — and how to use...

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How to Write Social Media Posts That Get Clicks

How to Write Social Media Posts That Get Clicks

You just made new content that answers a question you get from prospects ALL THE TIME.  Now it’s time to post it on social media! While writing your social media post, do you... 😰  Worry that your writing won’t persuade people to click on it? 😰  Wonder if your post...

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4 Ways to Fix Your FrankenMarketing Plan

4 Ways to Fix Your FrankenMarketing Plan

Do you have multiple focuses and strategies? Is it costing you more money than you’d hoped? Is it taking up time that you need to be spending on clients? Maybe you’ve had to say no to ideas that should have become your core strategies because your budget is spent and...

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4 Ways to Increase Prospect Quality Over Quantity

4 Ways to Increase Prospect Quality Over Quantity

Not many advisors complain about having too many prospects. But here’s the thing. You have too many prospects if: You don’t know how to tailor your advice to them (because you honestly don’t know what’s important to each person)  You can’t increase your value or...

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What’s New on Social Media: April – June 2020

What’s New on Social Media: April – June 2020

With social media platforms changing rapidly, it can be difficult to keep up with the latest features and policy changes. That’s why we’ve made it easy for you to stay up to date by creating a quarterly roundup of what’s new on major networking platforms. In the...

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5 Reasons Your Lead Gen Isn’t Effective + How to Fix It

5 Reasons Your Lead Gen Isn’t Effective + How to Fix It

Are you struggling to identify and find ideal prospects? Is your team spending too much time chasing leads to set appointments and qualify them? In our live webinar: 5 Reasons Your Lead Generation Isn’t Effective and How to Fix It, Kirk Lowe, founder of Top Advisor...

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How to Start Your Podcast From Home

How to Start Your Podcast From Home

Many financial advisors want to start podcasting since they are working from home and tend to have extra time.   Here are tips to help you start your podcast during these self-quarantine times.    1) How to make it high quality but inexpensive:    Record...

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The Difference Between Podcast Channels & Communities

The Difference Between Podcast Channels & Communities

A podcast channel allows you to design your own page where you upload and host all of your podcast episodes. Most channels provide you with an RSS (Real Simple Syndication) feed. You can copy that RSS and set up syndication feeds in podcast communities that don’t offer hosting services (e.g., iTunes, Google Play, Stitcher).

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How To Step Up Serve During and After COVID-19 Part 2 of 3

How To Step Up Serve During and After COVID-19 Part 2 of 3

Last week, we offered all of our advisors the opportunity to record a free C-19 podcast episode. Most took us up on it. Their clients were extremely grateful, reassured, and response rates were very high. That’s what advisors are supposed to do – communicate and guide. In fact, half (1.5%) of the 3% alpha advisors add to their client relationships are based on behavior management, as per Vanguard Advisor’s Alpha Report. 

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How To Step Up & Serve During and After COVID-19 Part 1 of 3

How To Step Up & Serve During and After COVID-19 Part 1 of 3

We’ve been assisting advisors who we produce podcasts for to create a short-term communication strategy for COVID-19. They all have a long-term communications strategy we implement for them but in this global health and economic crisis, we need a short-term action plan.

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What Is Social Selling? Here’s What Advisors Need to Know

What Is Social Selling? Here’s What Advisors Need to Know

When used well, social selling can be a powerful lead generation tool. But what exactly is social selling? Another marketing buzzword? Is it the same as social media advertising or social media marketing?  Not really.  Social selling is more than that. It’s the...

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How Good Advisor-Marketing Happens in the Expertise Economy

How Good Advisor-Marketing Happens in the Expertise Economy

A visual representation of how and why good marketing happens.   Have you considered that you’re competing in the expertise economy? All financial advisors are.  You have the expertise to solve the challenges that your ideal client needs help with. You fill that...

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4 Recommendations to Make Your Next Presentation a Hit

4 Recommendations to Make Your Next Presentation a Hit

For the past few months, I have been lucky enough to travel to different conferences to do something I love: speak.  One of the things about being a speaker is that you get to watch other speakers either kill it or struggle in front of an audience who knows they are...

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4 Ways to Create Holiday LinkedIn Posts in a Hurry

4 Ways to Create Holiday LinkedIn Posts in a Hurry

If your holiday social media strategy is looking as meager as Charlie Brown’s Christmas tree, don’t worry! In this blog, I will show you four time-efficient ways to add a seasonal sparkle to your LinkedIn posts.  I’m focusing on LinkedIn because this is where...

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Should Advisor-Podcasters Talk Only About Financial Topics?

Should Advisor-Podcasters Talk Only About Financial Topics?

When you start your own advisor podcast, what approach will you take as the podcast host?  More specifically, should you position yourself as the financial expert who then talks only about financial topics, should you interview other financial experts, or should you...

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What’s New on LinkedIn: August – October 2019

What’s New on LinkedIn: August – October 2019

LinkedIn is constantly changing. It can be hard to keep up with the latest features and policy changes, so we’ve made it easy for you to stay up to date by creating a quarterly roundup of what’s new on this professional networking platform. Over the past few months,...

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4 Ways to Boost Your Online Marketing Strategy

4 Ways to Boost Your Online Marketing Strategy

For years, advisors have been able to grow their businesses by using referrals and seminars. In our podcast, we often talk about why those strategies have been successful for advisors so far.  While those two ways of prospecting show decent results for advisors,...

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3 Wasted LinkedIn Opportunities

3 Wasted LinkedIn Opportunities

Did you know that LinkedIn can be a highly effective prospecting tool for advisors?  LinkedIn is 277% more effective in generating leads than Twitter and Facebook, according to a Hubspot study. The study points out that LinkedIn users who visit websites come in more...

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5 Ways Podcasting Makes You a Better Advisor

5 Ways Podcasting Makes You a Better Advisor

Yes, podcasting will make you a better advisor in many ways. I’d go so far as to say that podcasting makes our lives better, one idea at a time. But today, I’ll start by telling you how it can make you a better advisor.  It Makes You a Better Communicator Being a good...

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10 Social Media Tools to Elevate Your Team’s Skills

10 Social Media Tools to Elevate Your Team’s Skills

Communication has fundamentally changed.  As an advisor, you must communicate with your clients and prospects in the medium they prefer, while they are there. This is the truth we live with today.  I’m talking about getting your firm active on social media. There are...

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The Truth About Marketing ROI for Advisors

The Truth About Marketing ROI for Advisors

Marketing is often critiqued or questioned about its ROI. But to be honest, it can be very difficult to measure the TRUE effect of marketing.  In the past, advisors got consistent results with marketing initiatives like seminars, running ads, or launching referral...

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4 Things Really Great Podcast Hosts Do

4 Things Really Great Podcast Hosts Do

A while ago, I was given the gift of interviewing Celeste Headlee for our Top Advisor Marketing Podcast. Celeste is a well known public radio journalist, news reporter, podcaster, and author. Considering that her book Heard Mentality has been a go-to for me — my...

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What’s New on LinkedIn: May – July 2019

What’s New on LinkedIn: May – July 2019

Social media platforms like LinkedIn are constantly changing. It can be hard to keep up with the latest features and policy changes, so we’ve made it easy for you to stay up to date by creating a quarterly roundup of what’s new on this professional networking...

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4 Reasons Your Podcast Doesn’t Need iTunes Syndication

4 Reasons Your Podcast Doesn’t Need iTunes Syndication

Podcasts offer an incredible medium for consumers (i.e. investors) to develop relationships with potential advisors.  Remember, sourcing a new financial advisor is a massive decision for consumers to make. In the same vein, podcasts provide advisors the opportunity...

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An Open Letter to All Business Development and Sales People

An Open Letter to All Business Development and Sales People

Are you a business development or salesperson who’s asking people to marry you before the first date?  Stop being so forward! You may want to close business as fast as possible, but whatever happened to building relationships?   In a dating situation, you would...

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Podcasting Stats Every Advisor Should Know

Podcasting Stats Every Advisor Should Know

Podcasting is an engaging medium and the recent advancements in podcast analytics are confirming what many have thought —it’ll be a cornerstone tactic in any relevant marketing strategy for advisors and fincos for many years to come.  Here are some of the most...

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8 Tips for Creating Great Visual Content on Social Media

8 Tips for Creating Great Visual Content on Social Media

As social media becomes more and more popular for financial advisors, the market has become more and more inundated with content. Everyone is saying something, so we want your information to be saying more, louder. But how? By creating great visual content. Adding...

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Time & Space : Placing Value on YOU

Time & Space : Placing Value on YOU

Many of you have been entrepreneurs longer than I have.  For the last 15 years, I have been running my life and businesses like I was going to die tomorrow. Many of you know that is how it feels with being an entrepreneur.  You are only as good as your last meal...

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Social Media Changes – March 2019

Social Media Changes – March 2019

The social media world is constantly changing. It can be hard to keep up with all of the latest features and policy updates, so we’ve made it easy for you to stay in the loop by creating a monthly roundup of what’s new on Facebook, LinkedIn, Instagram, and Twitter....

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Tips For Creating Engaging and Timely Marketing Calendars

Tips For Creating Engaging and Timely Marketing Calendars

When it comes time to sit down and create your social media calendar for the month it can become daunting.  First off, as an advisor, you’re trying to keep your social media human — which means stifling your natural urge to talk about the markets. Secondly, you’re...

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Social Media Changes February 2019

Social Media Changes February 2019

The social media world is constantly changing. It can be hard to keep up with all of the latest features and policy changes, so we’ve made it easy for you to stay up to date by creating a monthly roundup of what’s new on Facebook, LinkedIn, Instagram, and Twitter....

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Knowing Your Audience (And Marketing to Them)

Knowing Your Audience (And Marketing to Them)

When it comes to marketing, there are so many different recommendations on how to do it effectively. But there’s no doubt that a cornerstone of effective marketing is knowing who you are talking to and how they will listen. Only then will you be able to reach who you...

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